Julia Vyshyvaniuk, EA
Brooklyn,New York
Summary
Detail-oriented and results-driven Tax Accountant and licensed Enrolled Agent (EA) with 5 years of experience providing comprehensive tax preparation and advisory services to individual and business clients. Skilled in managing a wide range of tax functions, including income tax return preparation (individual, corporate, partnership), sales tax, payroll compliance, bookkeeping, financial statement analysis, and strategic tax planning. Proficient in QuickBooks Online/Desktop, Lacerte, Drake, and Microsoft Excel. Known for delivering accurate, timely, and compliant tax solutions with a strong commitment to client service and long-term financial outcomes
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Accountant
Eco-Tax Inc
01.2022 - Current
- Prepare and file personal and business tax returns, including those for individuals, partnerships, corporations, and real estate entities.
- Conduct in-depth financial statement analysis to ensure tax compliance and uncover opportunities for tax savings.
- Provide strategic tax planning and advisory services tailored to reduce clients’ tax liabilities and enhance long-term financial performance.
- Utilize QuickBooks Online and Desktop to efficiently manage client accounts, optimize workflows, and ensure accurate financial tracking.
- Perform comprehensive tax research to stay ahead of evolving federal and state tax regulations and ensure full compliance.
- Serve as the primary point of contact for clients, resolving tax-related inquiries and providing proactive, client-centered support.
- Handle IRS and state correspondence, including responses to notices, installment agreement negotiations, and preparation of Offers in Compromise.
- Conducted thorough reviews of financial records to ensure accuracy in reporting income, deductions, and credits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Developed strong relationships with clients by maintaining open communication lines and addressing concerns promptly.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Tax Accountant
My Favorite Accountant Inc
01.2020 - 01.2022
- Prepared and filed business and individual tax returns, ensuring compliance with federal, state, and local tax regulations while identifying opportunities for deductions and credits.
- Performed monthly reconciliations of bank accounts, credit card statements, and other financial records to ensure accuracy and promptly resolve discrepancies.
- Administered full-cycle payroll processing, including accurate calculation of wages, benefits, overtime, and statutory deductions using QuickBooks, Gusto, ADP, Payroll Relief and Paychex Software.
- Ensured timely and compliant payroll submissions in accordance with company policies and regulatory requirements.
- Prepared and filed quarterly and annual sales tax returns, maintaining compliance with local, state, and federal tax laws; ensured accurate and timely submission to avoid penalties.
Finance Manager
McGrath Volvo
01.2018 - 01.2020
- Managed the loan and lease origination process for customers, collaborating with lenders and financial institutions to secure competitive financing terms for car purchases and leases.
- Reviewed customer credit reports and financial information to determine loan eligibility and risk, recommending financing solutions that fit customer needs while maintaining profitability for the dealership.
- Provided financial consultation to customers, helping them understand their financing options, loan terms, and monthly payments. Ensured that clients were matched with the right financing solutions based on their credit profiles and budget.
Education
Accounting And Finance Course
Kingsborough Community College
05-2020
Master of Economics - Business Economy
Ukrainian National University
05.2010
Skills
- Tax advisory services
- Federal and state tax returns
- State and local taxation
- Verbal and written communication
- Tax software proficiency
- Bookkeeping expertise
- Skilled in Quick Books Online, Desktop, Lacerte, Drake etc
- Internal tax policies
- Business taxation
- Tax planning strategies
- Auditing assistance
- Teamwork and collaboration
- Problem-solving
Certification
Enrolled Agent, EA
QBO Certified ProAdvisor
Languages
English
Full Professional
Ukrainian
Full Professional
Russian
Full Professional
Timeline
Tax Accountant
Eco-Tax Inc
01.2022 - Current
Tax Accountant
My Favorite Accountant Inc
01.2020 - 01.2022
Finance Manager
McGrath Volvo
01.2018 - 01.2020
Accounting And Finance Course
Kingsborough Community College
Master of Economics - Business Economy
Ukrainian National University
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